Wealth Management Portfolio Strategy Analyst

JP Morgan Chase; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorganChase in New York seeks an Analyst to join the Portfolio Construction Strategy team within the Office of Portfolio Construction. You will support portfolio construction for US Private Bank and US Wealth Management, helping advisors build and refine client portfolios with a tax-aware lens.

You will work with senior strategists and partner with Global Investment Strategy, Investments Research, and regional leaders to translate frameworks into scalable advisor tools and processes.

Qualifications

• 1–2 years of experience in wealth management, asset management, investment strategy, portfolio management, or another financial markets–related role.
• Genuine interest in financial markets, asset allocation, portfolio construction, and macro-level economics.

Responsibilities

• Support the development and rollout of portfolio construction content and guidance, ensuring accuracy and consistency with firm views.
• Partner on strategic initiatives such as asset allocation frameworks and templates, and support advisor rollout.
• Help embed portfolio construction methodologies into AI-powered advisor tools (e.g., ConnectWealth, Portfolio Builder).
• Work on large client and prospect situations, helping advisors analyze portfolios and deliver solutions that win assets.
• Prepare materials for advisor forums, training sessions, and leadership communications.

Job description

JPMorganChase in New York seeks an Analyst to join the Portfolio Construction Strategy team within the Office of Portfolio Construction. You will support portfolio construction for US Private Bank and US Wealth Management, helping advisors build and refine client portfolios with a tax-aware lens.

You will work with senior strategists and partner with Global Investment Strategy, Investments Research, and regional leaders to translate frameworks into scalable advisor tools and processes.